Configure Advanced Settings: Planroom

Objective

To set user permissions for each user on the Company level Planroom tool.

Background

Users that have access to the Company level Planroom tool can view bid sheets and download bid documents for the company's projects. Note that users can access bid documents and bid sheets of those projects they have been invited to bid on even if their permissions are set to "None" for the Planroom tool.

Things to Consider

Required User Permission:

'Admin' on the company's Planroom tool

Steps

Navigate to the company's Planroom tool.

Click Configure Settings .
This reveals the Planroom Settings page.

Click the Permissions Table link.
This reveals the 'User Permissions for Planroom' list.

Set the access permission level for the tool's users by clicking the icon in the desired column so a GREEN checkmark appears.